AT
CFP
AT
CFP

Andrew Tufford

26 Years of Experience
Edina, MN
BrokerSells Insurance

Andrew Tufford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edina, MN, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

4536 France Avenue South, Edina, MN, 55410

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew operates under the DBA Tufford-Hughes and Associates for his LPL business since 2008. He also engages in non-variable insurance activities through Advisornet Financial, dedicating minimal time, and has a business entity, T-H Financial, for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Advisornet Wealth Management
May 2018 - December 2019 · 1 yr 7 mos
Cetera Advisor Networks LLC
January 2014 - December 2019 · 5 yrs 11 mos
Cetera Advisor Networks LLCBroker
July 2008 - December 2019 · 11 yrs 5 mos
Questar Capital CorporationBroker
June 2006 - June 2007 · 1 yr
Usallianz Securities, INC.Broker
March 2000 - December 2006 · 6 yrs 9 mos
Lutheran Brotherhood Securities CORP.Broker
August 1998 - February 2000 · 1 yr 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.